Angeles Wealth Management, LLC Portfolio Holdings

Angeles Wealth Management, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.2 Billion distributed in 367 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $165M, Vanguard Total World Stk Index with a value of $149M, Spdr Portfolio S&P 500 Value E with a value of $97.9M, Vanguard Index Fds S&P 500 ETF with a value of $73.5M, and Vanguard Star Fd Vanguard Tota with a value of $73.1M.

Examining the 13F form we can see an decrease of $9.47M in the current position value, from $1.21B to 1.2B.

Below you can find more details about Angeles Wealth Management, LLC portfolio as well as his latest detailed transactions.